Lithium, Graphit & Co das Batteriemetall Forum, News, Fakten und möglichen Auswirkungen (Seite 46)

[IllePille]

China verlängert Steuervergünstigungen für neue Elektroautos bis 2027

https://www.comdirect.de/inf/news/detail.html?ID_NEWS=111269…

[Oginvest]

Factbox: Graphite producers doing deals with automakers and battery groups

LONDON, June 21 (Reuters) - Automakers are rushing to lock in graphite supply from outside dominant producer China as mined graphite demand for electric vehicle (EV) batteries outpaces other uses.

Below are details of some Western companies producing, or planning to produce graphite, and their deals with auto makers and battery producers.

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https://www.reuters.com/business/autos-transportation/graphi…

[Dicker69]

Das globale Wettrüsten um Batteriemineralien führt zu einem Lithium-Engpass

-Lithium-Raffination könnte zu einem Engpass bei Netto-Null-Zielen führen
-China dominiert Billigproduktion

Zitat: Mit einer aufschlussreichen Analyse unseres globalen Kampfes um die Deckung des Bedarfs an Lithium und anderen kritischen Mineralien zeigt eine neue Analyse von Benchmark Intelligence, dass die Batterieindustrie mindestens 514 Milliarden US-Dollar in der gesamten Lieferkette benötigt, um die erwartete Nachfrage im Jahr 2030 zu decken

Capex-Differenziale

Diese 514-Milliarden-Dollar-Rechnung für die Branche wird wahrscheinlich noch steigen, da die Länder zunehmend versuchen, regionale Lieferketten zu entwickeln.

"Nehmen wir zum Beispiel den US-Lithiumproduzenten Albemarle: Seine Lithiumraffinerie in Meishan, China, wird voraussichtlich rund 500 Millionen US-Dollar für 50.000 Tonnen LCE kosten", so Benchmark.

"Ihre Anlage in South Carolina, USA, wird voraussichtlich 1,3 Milliarden US-Dollar kosten."
https://stockhead.com.au/resources/eye-on-lithium-the-global…

[Oginvest]

Aus der Pilbara Minerals Limited Released ASX Announcement: Fastmarkets Conference Presentation 20 June 2023

https://1pls.irmau.com/site/showdownloaddoc.aspx?AnnounceGui…

[Dicker69]

Ticktack..........da kommt noch richtig Bewegung rein.....

Chinesische Unternehmen investieren weltweit Milliarden Dollar, um sich Lithium-Vorkommen zu sichern. Staatschef Xi will damit eigene Lieferketten stärken und Abhängigkeiten verhindern. Deutschland und die EU stehen damit vor einem großen Problem.

Zitat: China treibt weltweit einen Feldzug zur Sicherung von Lithium voran - mit großen Risiken für Deutschland und Europa. Mit dem Boom von Elektroautos und dem rasant steigenden Bedarf an Batterien gibt es ein globales Wettrennen um das Leichtmetall, das für die Zukunft der E-Mobilität unverzichtbar ist. Chinesische Unternehmen investieren Milliarden in Ländern Lateinamerikas oder Afrikas, um sich Vorkommen zu sichern. Bis 2025 könnte China nach den Erwartungen von Experten rund ein Drittel der weltweiten Lithium-Versorgung kontrollieren.

https://www.n-tv.de/wirtschaft/China-fuehrt-globalen-Lithium…

[Oginvest]

Factbox-Makers of EVs, Chargers Adopt Tesla's Charging Standard

(Reuters) - General Motors and Ford have in recent weeks said they would allow their electric-vehicle customers to use Tesla's charging network, in a move that could make the Elon Musk-led company's superchargers the industry standard.

Tesla's North American Charging Standard (NACS) is more widely available and reliable than rival charging network CCS, which is backed by automakers such as Volkswagen and Hyundai Motor

Rivian has also jumped on the NACS bandwagon, with analysts and industry experts predicting more makers of EVs and chargers to forge partnerships with Tesla as they look to take advantage of its several thousand charging stations in the United States.

Here is a list of the companies adopting NACS:

Company Type Announcement

Ford Motor Co Automaker May 2023

General Motors Automaker June 2023

Rivian Automotive Automaker June 2023

SK Signet Charger maker June 2023

ChargePoint Holdings Charger maker June 2023

Blink Charging Charger maker June 2023

Tritium DCFC Charger maker June 2023

EVgo Charger maker June 2023

ABB Inc Charger maker June 2023

Wallbox Charger maker June 2023

https://www.usnews.com/news/technology/articles/2023-06-16/f…

[unawatuna]

Dies macht das Goulamina-Projekt zur fünftgrößten Spodumenenlagerstätte der Welt. ?

https://themarketherald.com.au/leo-lithium-asx-lll-increases…

[Oginvest]

Chinese battery giant CATL seals $1.4 billion deal to develop Bolivia lithium

LA PAZ, June 19 (Reuters) - Chinese battery giant CATL (300750.SZ) confirmed a $1.4 billion investment to help develop Bolivia's huge but largely untapped reserves of lithium, cementing on Sunday a partnership with the government made in January.

The agreement connects CATL, the world's largest manufacturer of electric vehicle batteries, with Bolivia's salt flats that are home to the world's largest lithium resources.

Following a meeting with CATL executives on Sunday, Bolivian President Luis Arce confirmed the commitment to build two lithium plants to extract minerals from the country's Uyuni and Oruro salt flats.

"We met with Burton Roy (Yu Bo), CEO of the Investment Committee of CATL to confirm the investment of $1.4 billion," the president said via Twitter, adding that as partners they would "evaluate the possibility" of increasing investments to 2028.

Construction of both plants could begin as soon as July, according to the country's energy ministry, with overall investment climbing to around $9.9 billion during the project's industrial process.

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https://www.reuters.com/markets/commodities/chinese-battery-…

[Oginvest]

Lithium Energy inks deal for battery-grade plant at Argentina project

Lithium Energy on Tuesday signed an agreement with Xi'an Lanshen New Material Technology, allowing the Chinese company to build a battery-grade lithium plant at the Australian-listed firm's Solaroz project in Argentina.Xi'an Lanshen will employ its proprietary direct lithium extraction (DLE) technology, a Lithium Energy on Tuesday signed an agreement with Xi'an Lanshen New Material Technology, allowing the Chinese company to build a battery-grade lithium plant at the Australian-listed firm's Solaroz project in Argentina.

Xi'an Lanshen will employ its proprietary direct lithium extraction (DLE) technology, and the plant will be capable of producing up to 3,000 tonnes per annum of battery-grade lithium carbonate, Lithium Energy said in a statement.

While DLE technologies vary, they are comparable to common household water softeners and aim to extract about 90 per cent or more of the lithium from brines, compared to about 50 per cent using ponds. Under the terms of the deal, Lanshen will supply, build and initially operate the plant at its own cost, while Lithium Energy will be responsible for securing all necessary approvals and permits. headtopics.com

The companies are targeting the plant's commissioning by the second half of 2024, and Lithium Energy also has the right to purchase the plant once constructed.

https://www.channelnewsasia.com/business/lithium-energy-inks…

[Oginvest]

Antwort auf Beitrag Nr.: 74.029.137 von Oginvest am 20.06.23 10:02:36

Lake Resources delays lithium carbonate output to 2027, hikes costs

First stage at 25,000 metric tons in 2027

* Lake targets 50,000 metric tons a year by 2030

* Cost blows out to $1.1 billion-$1.5 billion

June 19 (Reuters) - Australian lithium developer Lake Resources on Monday announced a three-year delay to first production from its Kachi project in Argentina and more than doubled its cost estimate, which sent the company's shares tumbling 23%.

The delay comes just as demand for lithium chemicals is expected to drive the industry's sales to more than $10 billion a year within the next decade, given rapidly expanding production of batteries for electric vehicles.

Lake's initial plan had been for first production in 2024 at a capital expenditure cost of $544 million, as outlined in 2020 report.

But in an investor update on Monday following a revamp of the project, the developer pushed back expected first production of 25,000 metric tons of lithium carbonate to 2027 and hiked spending estimates to $1.1 billion to $1.5 billion.

The plans include a phased expansion to 50,000 metric tons a year by 2030, Lake CEO David Dickson said.

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"This is not a mining project. We are building a specialty chemical process plant," he told Reuters.

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The Kachi project is a test bed for direct lithium extraction, a new technical process that uses much less water but has yet to be fully commercialised.

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https://www.marketscreener.com/quote/stock/APB-RESOURCES-181…